Wealth Advisor Development Program

Bank of America; Peoria (AZ); On-site; USD 80,000 - 90,000; Full time

Benefits offered by this job

Benefits

Incentives

Job summary

Bank of America’s Merrill Advisor Development Program seeks individuals eager to transition to a Financial Advisor role. You will develop a client book, network for referrals, and collaboratively work with Merrill Advisor teams to deliver tailored investment solutions.

You will learn through world-class training, coaching, and a structured pathway to build a client-centric practice emphasizing financial goals for high-net-worth individuals.

Qualifications

• Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience.
• Proven ability to engage with and influence others.
• Exceptional interpersonal and relationship building skills.
• Effective communication skills (written and verbal).
• Proven ability to assess needs and recommend solutions.

Responsibilities

• Handles inbound inquiries from leads regarding Merrill offerings.
• Positions the capabilities of Merrill and Bank of America.
• Collects client profile data and opens accounts per KYC procedures.
• Serves as interim Financial Advisor, recommending suitable investment products.
• Documents all client interactions in Salesforce.

Skills

Business Acumen

Prospecting

Oral Communications

Wealth Planning

Analytical Thinking

Client Experience Branding

Client Investments Management

Portfolio Analysis

Risk Management

Active Listening

Referral Management

Trading

Education

Bachelor’s degree

Tools

Salesforce

Microsoft Word

PowerPoint

Excel

Job description

Bank of America’s Merrill Advisor Development Program seeks individuals eager to transition to a Financial Advisor role. You will develop a client book, network for referrals, and collaboratively work with Merrill Advisor teams to deliver tailored investment solutions.

You will learn through world-class training, coaching, and a structured pathway to build a client-centric practice emphasizing financial goals for high-net-worth individuals.